Purchases and Sales Made in Q4 2021 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 2021. The information is specifically focused on institutions that hold shares of MORGAN STANLEY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
65New |
$6.16K - $6.8K
|
65
$8.31K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
65+ 0.89% |
$6.16K - $6.8K
|
7.39K
$945K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
61+ 0.39% |
$5.78K - $6.38K
|
15.6K
$2M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
60+ 2.86% |
$5.69K - $6.28K
|
2.16K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58+ 1.32% |
$5.5K - $6.07K
|
4.45K
$569K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
BUY
|
- |
56+ 0.09% |
$5.31K - $5.86K
|
63.6K
$8.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52+ 0.94% |
$4.93K - $5.44K
|
5.56K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
51+ 1.56% |
$4.84K - $5.34K
|
3.31K
$424K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 10.78% |
$4.84K - $5.34K
|
524
$67K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
50+ 1.81% |
$4.74K - $5.23K
|
2.81K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
50+ 0.87% |
$4.74K - $5.23K
|
5.8K
$741K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
50+ 8.33% |
$4.74K - $5.23K
|
650
$83.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.28% |
$4.74K - $5.23K
|
18.1K
$2.31M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
50+ 0.87% |
$4.74K - $5.23K
|
5.8K
$741K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50+ 4.39% |
$4.74K - $5.23K
|
1.19K
$152K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
49+ 1.02% |
$4.65K - $5.13K
|
4.85K
$620K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
44New |
$4.17K - $4.61K
|
44
$5.63K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
43+ 0.87% |
$4.08K - $4.5K
|
4.98K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
43+ 9.37% |
$4.08K - $4.5K
|
502
$64.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
41+ 1.46% |
$3.89K - $4.29K
|
2.85K
$365K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
40+ 0.31% |
$3.79K - $4.19K
|
13K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
40+ 1.02% |
$3.79K - $4.19K
|
3.95K
$505K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
39+ 0.31% |
$3.7K - $4.08K
|
12.7K
$1.62M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
39New |
$3.7K - $4.08K
|
39
$4.99K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
37+ 0.99% |
$3.51K - $3.87K
|
3.76K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
34+ 0.44% |
$3.22K - $3.56K
|
7.83K
$1M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
33New |
$3.13K - $3.45K
|
33
$4.22K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
33+ 1.05% |
$3.13K - $3.45K
|
3.19K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 3.94% |
$3.13K - $3.45K
|
870
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33New |
$3.13K - $3.45K
|
33
$4.22K
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
33+ 0.71% |
$3.13K - $3.45K
|
4.68K
$598K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
32+ 0.83% |
$3.03K - $3.35K
|
3.91K
$500K
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.7% |
$3.03K - $3.35K
|
4.63K
$592K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
32New |
$3.03K - $3.35K
|
32
$4.09K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31New |
$2.94K - $3.24K
|
31
$3.96K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
30+ 3.23% |
$2.84K - $3.14K
|
958
$122K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
30New |
$2.84K - $3.14K
|
30
$3.84K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
28+ 40.58% |
$2.65K - $2.93K
|
97
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27+ 2.08% |
$2.56K - $2.83K
|
1.32K
$169K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25+ 0.06% |
$2.37K - $2.62K
|
44.1K
$5.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
25+ 0.68% |
$2.37K - $2.62K
|
3.71K
$474K
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
25+ 0.56% |
$2.37K - $2.62K
|
4.46K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
23+ 0.54% |
$2.18K - $2.41K
|
4.3K
$549K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
22+ 0.67% |
$2.09K - $2.3K
|
3.29K
$421K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21New |
$1.99K - $2.2K
|
21
$2.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
20+ 0.86% |
$1.9K - $2.09K
|
2.36K
$301K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 0.54% |
$1.9K - $2.09K
|
3.72K
$475K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19+ 1.87% |
$1.8K - $1.99K
|
1.03K
$132K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
18+ 0.45% |
$1.71K - $1.88K
|
4.05K
$517K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 0.69% |
$1.71K - $1.88K
|
2.64K
$337K
|